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Areas of Focus: All Cap Value Large Cap Value and Small Cap Value Investing
Profile:
Co-manager for the All Cap Value portfolio
Product specialist for value equity products
More than 25 years of experience
Previously a director of research and portfolio manager at Morgan Stanley Asset Management
Chartered Financial Analyst (CFA)
Holds NASD Series 7,9,10, 63 and 65 licenses
Accomplishments:
Interviewed and published in Wall Street Transcript
Previously a regular guest on The Stock Market Observer on Channel 26 and later on WebFn
Education:
B.A., University of Chicago
M.B.A., University of Chicago
Affiliations:
Association for Investment Management and Research, member | 